Provenance Wealth Advisors’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7
Closed -$359 603
2024
Q2
$359 Hold
7
﹤0.01% 505
2024
Q1
$305 Hold
7
﹤0.01% 538
2023
Q4
$349 Buy
+7
New +$349 ﹤0.01% 587